PostTrans XL Visual Importer: Contacts and Roles

This is only available in the Professional version of PostTrans

This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Customer/Supplier Contacts and Roles data in Exchequer Enterprise. It uses a series of tags, placed in row 1, to identify the data to be Imported/Extracted/Amended. These tags can be easily added to a spreadsheet using the button, on the PostTrans Toolbar. The data is read from row 3 onwards, which allows you to put user descriptions in row 2.

Import Exchequer Customer/Supplier Contacts and Roles Features:

If tag "RelPosted" exists the in cell A1, to extract Contacts and Roles data press button, on the PostTrans Toolbar, this will allow you to add criteria to the lookup:

Here we are going to get all customers contacts with "SAM" in user field 1. We then press [Clear and Lookup Values] or [Add Lookup Values] button to populate the spreadsheet with data Exchequer Enterprise Customer/Supplier Contact records.

IMPORTANT : The [Add Lookup Values] will not detect potential duplicate records added to the spreadsheet.